If a program is canceled for any reason, the system has the ability to bulk cancel all of the registrations and return the amount paid as a user credit for the household to use in the future.

Important Notes

• For direct credit card refunds, those refunds must be done individually
• If you need to send an email notification to all participants letting them know the program is canceled and they will be receiving a credit on their account, it is easier to do this before a bulk credit/refund is done. To send bulk email notifications to these users by contacting customers from the roster. 
• You must have permission to remove users from rosters to perform this function.

Instructions 

1. Navigate to Activities > Activity List 
   
2. Locate the activity and session you need to cancel and click View to navigate to the roster
   
3. Select the Contact(s) you would like to refund user credit to or click the first checkbox to select all 
   
4. Select Credit/Refund
   
5. Configure refund options
   
   
   • Participants: This list populates from the contacts you chose to refund
   • Credit Amount: If needed, adjust the credit amount
     • Note: Credit amount may not require adjustment when an Admin Fee is selected.  
   • Reverse Addons/Discounts: Select to reverse any addons or discounts
   • Remove From Roster: If checked, the participant(s) will be removed from the activity's roster
   • Note: If desired, add a note regarding the refund
   • Admin Fee: Select an option from the drop-down, this is based on and cannot be greater than the Credit Amount
     • Adjust Admin Fee: If checked you may set the admin fee to a custom amount
       
       
       • Adjusted Admin Fee: Enter the custom fee
6. Select Preview Credit/Refund 
   
   
7. View the Credit/Refund Summary and select Submit Credit/Refund 
   
8. Refunded user(s) will disappear from the roster
   
   • Note: For more information about user account credit, see our resource on User Credit Conversion